Position Monitor | COVID-19 Policy Reponse, TDOC Tailwinds, THC Benched Please join us on Monday, March 16th, 2020 @ 2PM ET - Add to Outlook Calendar Public: CLICK HERE for event details (includes video link and materials link). |
Position Monitor Updates
THC | We've pushed THC to the Long Bench as it became clear that the risk of elective procedure prohibition was rising. Initially, our analysis of COVID-19 suggested an inpatient tailwind net of elective deferrals. But mediation is beginning to look increasingly aggressive with rising potential that THC's Ambulatory business is significantly impacted. Our Trackers for THC;'s Ambulatory and Hospital segments will be helpful in marking the trend.
TDOC | We've been looking at potential for COVID-19 fears to drive in-person doctor visits over to telemedicine platforms permanently. App downloads line up with the increase in COVID-19 interest in recent weeks. Other anecdotes, such comments from a physician we spoke to this week, suggest patient volume remains stable. On one hand, some patients are reducing their risk of contracting COVID-19 by staying away from doctors and hospitals, while others are afraid of losing their job and insurance and accelerating utilization in the near term.
COVID-19 | We'll review the recent announcements from the White House that should bolster the response.
LIVE Q&A | We'll be available to take questions following a brief update of our Health Care Position Monitor and Themes.